Portfolio Management Systems (PMS)


Portfolio Management Systems (PMS)

Focus on front-middle-back system definition & implementation


Portfolio Management Systems (PMS)

Focus on front-middle-back system definition & implementation

Are PMS providers ready to address asset managers’ emerging business and operational needs?

The asset management and servicing alike are facing growing business and operational needs along the front-to-back value chain. To investigate PMS providers’ ability to meet these needs, we decided to conduct a 200-question holistic survey covering the entire investment management value chain, as well as some nonfunctional aspects such as strategies, partnerships, market trends and solution roadmaps.

6 investment management platform providers took part in the survey. In the results, 4 trends emerged that are profoundly affecting and reshaping the industry:

  PMS providers


  hours of demo

Increased competition is triggering consolidation among asset managers to achieve scale across profitable strategies.

Simultaneously, asset managers are consolidating platform providers to streamline operations and reduce expenses.

Alternative investments are growing in importance, fostering integration in platforms’ offerings.

Data aggregation and normalization from nontraditional sources is becoming a key success factor in the industry.

To tackle these emerging trends and better serve clients, PMS providers agree on a need to reinforce their focus on:

Data management: increasing their attention on data consistency and automation.

Risk management: boosting transparency and flexible risk calculation and reporting (including ESG elements).

Portfolio management: broadening their multi-asset coverage and the use of alternative data in the investment process.

Want to learn more about the survey’s results? Get in touch!

Insert CSS fragment. Do not delete! This box/component contains code needed on this page. This message will not be visible when page is activated.


Vincent Gouverneur Simon Ramos

Vincent Gouverneur
Partner | EMEA Investment Management Leader
Tel +352 45145 2451

Tony Gaughan

Partner | Investment Management & Wealth Sector Leader Consulting
Tel +44 (0)20 7303 2790

Simon Ramos
Partner | IM Advisory & Consulting Leader
Tel +352 45145 2702

Philippe Hijazin  

Xavier Zaegel, FRM
Partner | Consulting – IM & PERE Leader
Tel +352 45145 2748

Philippe Hijazin
Director | Consulting - IM & PERE
Tel +352 45145 3426

Did you find this useful?